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WHOLESALE FUNDS
People & Products
Prodigy Investment Partners’ has offered advisers and their clients access to the Flinders Emerging Companies Fund at institutional prices through leading platform, HUB24...
People & Products
Equity Trustees has become the responsible entity for Pentalpha’s Income for Life product, whose key objectives include capital preservation and capital growth....
Financial planning
ASIC has cancelled PMIIG’s AFSL after it was found incompetent in providing financial services covered by its licence. ...
Tools & guides
SMSF trustees with large balances can think about wholesale investment opportunities but advisers must warn them that protections and tests differ for wholesale compared ...
Funds management
Wholesale funds growth rate is still strong at 13 per cent despite a -2.1 per cent drop for the June quarter, according to Plan For Life....
MARKET INSIGHTS
Never miss the latest news and developments in wealth management industry
Podcast
Might be a bit different to i the past where at most there was one man from the industry on the loaded enquiry boards a...
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...